CIK: 0001482880
申报总市值
US$206.9亿
仅显示前 200 大持股（共 285 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 17.10% | — | +1.02% | |
| 2 | MAR | Marriott International -cl A | 股票-周期性消费 | 7.26% | — | -0.87% | |
| 3 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 3.58% | — | -1.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.24% | -0.59% | -30.77% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.44% | -0.14% | -10.01% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 2.24% | — | -2.48% | |
| 7 | ✓ | CME Group Inc. | 股票-其他 | 2.17% | — | -0.14% | |
| 8 | GXC | State Street Spdr S&p China | ETF-新兴市场 | 2.01% | — | -2.90% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.63% | -0.11% | +5.84% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.56% | — | -1.50% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.39% | — | -31.70% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.30% | — | -23.94% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.29% | — | — | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.22% | — | -1.21% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | — | +0.41% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | — | -1.97% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.05% | — | +3.58% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | -0.22% | +5.06% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.97% | — | -31.23% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.97% | — | +4.04% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.02% | +3.37% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | +0.03% | -1.64% | |
| 23 | WWD | Woodward INC | 股票-工业 | 0.85% | — | +7.87% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.17% | +2.81% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | — | +0.45% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | — | -19.28% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | — | -29.83% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +20.59% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | — | +7.65% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.16% | -21.15% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.61% | — | -3.55% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.61% | — | +2.84% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +6.80% | |
| 34 | WM | Waste Management INC | 股票-工业 | 0.58% | — | +0.13% | |
| 35 | ✓ | AT & T, Inc. New | 股票-其他 | 0.56% | — | +16.60% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | — | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +79.41% | |
| 38 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.49% | — | -1.15% | |
| 39 | DXCM | Dexcom INC | 股票-医疗保健 | 0.49% | — | -1.21% | |
| 40 | UTXZ | United Tech CORP | 股票-其他 | 0.48% | — | -6.27% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.48% | — | +4.69% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | +2.51% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.47% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | +7.11% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | — | +10.00% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.43% | — | +6.31% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | +4.37% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | — | -0.58% | |
| 49 | ✓ | SPDR S&P International Small C | 股票-其他 | 0.41% | — | +740.64% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | — | +26.09% |